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Disclosery

Signature Wealth Management Group: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on IBDS, newest first. How the timeline and the estimate are built.

Signature Wealth Management Group held 259,932 IBDS shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 259,932 shares
    Change vs previous 13F -392 shares

    2.39% of the 13F portfolio, value $6,300,740.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 260,324 shares
    Change vs previous 13F -748 shares

    2.58% of the 13F portfolio, value $6,320,672.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 261,072 shares
    Change vs previous 13F +172 shares

    2.47% of the 13F portfolio, value $6,354,502.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 260,900 shares
    Change vs previous 13F +4,272 shares

    2.5% of the 13F portfolio, value $6,332,052.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 256,628 shares
    Change vs previous 13F +906 shares

    2.42% of the 13F portfolio, value $6,205,254.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 255,722 shares
    Change vs previous 13F -2,635 shares

    2.46% of the 13F portfolio, value $6,127,097.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 258,357 shares
    Change vs previous 13F +2,142 shares

    2.53% of the 13F portfolio, value $6,296,163.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 256,215 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,079,978.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).